American Superconductor: You Have to Read It to Believe It [View article]
there's always legitimacy issues when it comes to china, but a lot of projects are made with grand plans, starting on small scales, and then ramped if they are successful.
but what I like about AMSC is their high efficiency transmission lines which is being tested by LIPA (long island power authority) and a legit order was placed by a legit asian firm (i forgot if it was japan or korea).
HTC wires, HTC I believe is their acronym, are more expensive and would be ideal in high density population areas where wires go underground. The market is huge, it is still a couple of years away, and is really still the center of the long-term AMSC puzzle.
I really don't put much value into their wind turbine business anyways - and they look overvalued at anything above $20/share
-long amsc, short calls @22.5, so I should be cashing out this month
American Superconductor: You Have to Read It to Believe It [View article]
American Superconductor: You Have to Read It to Believe It [View article]
but what I like about AMSC is their high efficiency transmission lines which is being tested by LIPA (long island power authority) and a legit order was placed by a legit asian firm (i forgot if it was japan or korea).
HTC wires, HTC I believe is their acronym, are more expensive and would be ideal in high density population areas where wires go underground. The market is huge, it is still a couple of years away, and is really still the center of the long-term AMSC puzzle.
I really don't put much value into their wind turbine business anyways - and they look overvalued at anything above $20/share
-long amsc, short calls @22.5, so I should be cashing out this month